Beyond COVID-19 updates, current headlines are littered with reference to underwhelming economic data, such as spiking unemployment and suffering corporate profitability. During this period, equity markets have seen one of their best stretches of historical performance, which is leaving many investors puzzled. A recent article in the L.A. Times speaks to this phenomenon and attempts…
Tag: Diversification
O Canada! Why We Diversify
The COVID-19 global pandemic is a historic event that has galvanized intergenerational cohorts in the fight against a common enemy. I will not attempt to wax-poetic about the implications this will have on our way of life for when we inevitability get through to the other side of this epidemic, as there are much more qualified experts that can offer better educated opinions on the matter then I can. What I will attempt to do is explore a way to reframe the implications of this health crisis for investors that are dealing with both emotional and financial stress as a result of the pandemic.
Diversification Performance Through the Panic
If you have been following financial markets, even casually since February, you would know that we are in the midst of one of the fastest and sharpest equity market drawdowns in history. Although it may feel like the financial world is on the brink of collapse, a recent article by Ben Carlson of A Wealth…
Why Bonds Should Be a Staple, No Matter Your Portfolio
With the recent volatility in financial markets, some investors are finally seeing the diversification benefit of holding fixed income in their portfolios alongside their riskier equity investments. In the current bull market – the longest one in history – it is easy to look at the allocation to bonds as nothing more than a drag…